You can set up Project Accounting to use the same terminology that you use in your business.
For example, in your business a project may be referred to as a job, so you could replace the term Project with Job. The new term will be used throughout Sage 200, so the Project Accounting Settings window would now be named Job Accounting Settings.
These terms are also used for web Self ServiceSelf Service provides web access to Sage 200 data via workspaces, and to some features such as authorise purchase orders and enter and authorise timesheets and expense claims. timesheets and expenses.
Note: There is also additional terminology used for timesheets and expense claims that is set up separately.
Open: Project Accounting > Utilities > System Setup > Project Accounting Settings | Terminology.
For each Field name used in Project Accounting, change the Caption to the term that you use in your business.
Note: Enter the singular version of the term; the plural version will be used automatically where appropriate.
| Field | Caption |
|---|---|
| Project | Project |
| Group | Phase |
| Project Item | Project Item |
| Project Level | Project Level |
| Grouping Level | Phase Level |
| Project Item Type | ProjectItem Type |
| Customer | Customer |
| Quantity | Quantity |
Click OK to confirm the changes.
Note: You will have to restart Sage 200 before the terminology changes will take effect.
Steps in this task
Time and materials pricing rules
Set up integration for projects
Other tasks